Recent Blog Articles

Practice Management

How Clients Experience a Modern Accounting Firm

Implementing modern accounting practice management software makes a huge difference in how clients experience an accounting firm. ...

Canopy Features and News

How Canopy Can Help You Manage Your Firm

From workflow to resource management features, Canopy can help you manage your accounting firm. 

Practice Management

Why Accountants Should Be Using the Cloud

If your accounting firm isn’t already taking advantage of cloud computing technology, there’s no better time to start. Learn how i...

Practice Management

How to Gather and Manage Client Data More Efficiently

Software helps make gathering and managing client data more efficient than ever. Here are 4 tools you can start using in your firm...

Canopy Features and News

Product Update September 2020

We are excited to announce the release of a new productivity dashboard, added functionality to our mobile apps, and updates to our...

How to Handle a Trust Fund Recovery Penalty Case
Tax Resolution

How to Handle a Trust Fund Recovery Penalty Case in 6 Steps with Canopy

Canopy makes negotiating a trust fund recovery penalty case for your client simple. Learn how to handle a case with Canopy in 6 st...

How Canopy Can Help Manage Clients in Accounting Firm
Canopy Features and News

How Canopy Can Help You Manage Clients in Your Accounting Firm

Canopy can help you improve client management in your accounting firm. Find out how!

Practice Management

8 Simple Ways to Manage Clients Efficiently

It's important to add more time to your week and take control of your hectic schedule. See 8 ways to practice efficient client man...

Practice Management

9 Ways to Help Small Business Clients Be Financially Successful

We rounded up nine ways you can help small business clients be financially successful. Read more here!

Practice Management

How to Fire A Client: A Guide For Who to Keep & Who to Let Go

As a business owner, it’s important to distinguish between good and problematic clients, and to know how to fire a client the righ...

Canopy Features and News

Product Update August 2020

Our team has been hard at work to bring you updates aimed at enhancing Canopy’s already robust communication capabilities. Learn a...

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